Ektron CMS400.NET User Manual

IMPORTANT!
NOTE
Using the Document Management System
There are several ways to import a document into Ektron CMS400.NET. Some
methods retain the original file name while others let the user assign a name.
When you check out and save a document to your computer, it is saved under the
original file name, which may be different from its Ektron CMS400.NET name.
The original file name is on the screen that appears after you select Check out
and Save as (circled below).
Make note of the original file name, because you use it to identify the file after it is
saved to your computer.
1. In Ektron CMS400.NET, open the folder that contains the Office
document.
2. Hover the cursor over the triangle ( ) on the right end of the
3.
document and select Check out and Save As.
You are prompted to open or save the document. Click Save.
4. Select a folder to which you want to save the document.
5. The document’s status changes to checked out (O).
6. Edit the document in Office.
If you change your mind and do not change the document, but simply close
Office, the document remains Checked Out (O). Use the Check In menu option to
check it in.
7. Drag and drop the edited document. See ”Adding Documents
Using Drag and Drop” on page 235.
8. You are asked to confirm the file replace. Click Yes.
9. The document is submitted for approval.
10. The revised document is saved in Ektron CMS400.NET.
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